Big Short Investor Explains How the AI Bubble Could Burst
Steve Eisman argues the AI boom rests on a handful of companies and hundreds of billions in infrastructure spending, risking recession and a sharp market correction.
Steve Eisman argues the AI boom rests on a handful of companies and hundreds of billions in infrastructure spending, risking recession and a sharp market correction.
"has become a political lightning rod in Virginia" Giant Merger of NextEra and Dominion Could Fail Amid Anger Over Electricity Bills $D $NEE
Skydance Plans to Cut $6 Billion in Costs Following Warner Bros. Deal $SKYD
"pre-orders for “GTA VI,” which drops Nov. 19, have reached unprecedented levels" Take-Two Interactive Software Reports Lower Revenue Ahead of ‘GTA VI’ Launch $TTWO
"after third-quarter sales came in lower than expected" Hims & Hers Narrows Sales Outlook $HIMS
JBS Reports Lower Profit, Citing Difficult Operating Environment $JBS
Opening salvo or broken deal? $GFL
@MidwestHedgie $br
Dana is combining with Eaton’s Mobility unit via a 1Q27 Reverse Morris Trust after selling a division, delevering and accelerating buybacks.
Sterling’s $4.1 billion backlog faces Texas permitting risk after a governor proposed a moratorium, while Connexion, Capital Asset Planning…
Adult-use cannabis rescheduling would open Altria’s 42% Cronos stake to a U.S. market rerating.
Roblox’s Q3 FY26 DAUs fell year over year for the first time, while bookings declined 12% to $1.7 billion.
Nextracker's $6 billion order book supports cross-selling battery storage and inverters, now 22% of revenue, though acquisition-led growth…
DoorDash and Google.
Nova Ltd.'s Q3 revenue rose 28.2% as GAA, HBM, advanced DRAM and packaging complexity lifted demand, pushing non-GAAP margins to 35.5%.
Vicor’s Federal Circuit hearing put Foxconn’s disputed patent license under pressure, reinforcing its AI server royalty model and licensing…
Moody’s ratings business faces potential deceleration, while AI-related debt issuance and anti-data-center politics pose less risk than…
IREN has fallen 71% despite AI Cloud revenue rising from $7.3 million to $200 million quarterly and more than $20 billion in contracted…
STRL · short Sterling Infrastructure short pairs STRL against EME and FIX, arguing data-center sitework contractors lack the margin upside available to…
Credo Technology sells active copper cables for AI data centers, with revenue rising 126% then 206% as Amazon, Microsoft, Meta, Oracle and…
Fubo's Hulu Live merger leaves Disney with 70% ownership and resets its 2028 EBITDA target to $300 million; at $10, it trades at 4.2 times…
Meditation Capital favors niche software companies with durable domain expertise, citing AI-driven Braze growth, Workiva’s 2030 targets and…
Cerebras Systems sells WSE-3 wafer-scale AI chips and cloud capacity, with cloud and services rising to 43% of revenue after an OpenAI…
Salesforce's 8.62x forward cash flow valuation discounts AI seat cannibalization, while Agentforce, Data 360 and MuleSoft aim to retain…
Nvidia shifted its optical interconnect plan from TSMC CPO to Tower Semiconductor NPO, increasing laser requirements that favor Lumentum…
Sprouts Farmers Market’s 483-store fresh-food format combines dedicated distribution, curated assortments and long-built site selection,…
Molson Coors trades at 6.2x free cash flow and offers a roughly 15% shareholder yield, but declining beer volumes could make it a value…
Nvidia's Groq deal responded to OpenAI's Cerebras inference partnership, preserving its AI-chip lead through supply-chain control and rapid…
Every publication on this site, hand-picked.
Every account on this site, hand-picked.
Ordered by how often our editor reaches for them.